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ACI Worldwide (ACIW) shares moved lower after the company’s latest trading session, closing down 3% to $48.96. While the decline caught some attention, it follows an otherwise resilient performance over the past month.

See our latest analysis for ACI Worldwide.

Zooming out, ACI Worldwide’s 1-year total shareholder return is down 15.6%, even as the stock still holds a notable 135.6% total return over three years. While momentum has been uneven, longer-term holders have seen substantial gains compared to short-term setbacks. This indicates that sentiment can change quickly based on recent events or evolving risks.

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With mixed signals from recent returns and a sizable discount to some analyst price targets, the question is whether ACI Worldwide is an overlooked bargain or if the market has already priced in its growth potential.

ACI Worldwide’s most followed narrative places its fair value sharply above the current stock price. This makes the recent dip appear even more striking. The gap suggests upbeat future expectations and invites a closer look at what is fueling such optimism.

The official launch and positive customer reception of Connetic, ACI’s next-generation cloud-native payments hub with AI-powered decisioning and real-time capabilities, positions the company to capitalize on increasing demand for scalable, secure digital payment processing and real-time payments globally. This supports accelerating recurring revenue growth and higher margins. ACI’s established ability to facilitate alternative payment types, including stablecoins and digital currencies, enables it to capture new market opportunities as the complexity and adoption of digital payment methods rise. This development may translate into increased transaction volumes and elevated per-transaction economics, potentially driving revenue uplift.

Read the complete narrative.

Want to discover the secret behind this premium price tag? The narrative depends on a future where record bookings, cutting-edge innovation, and shifting profit margins shape a bold valuation. Could these projections become game-changers or merely raise more questions? Explore the full story to see the metrics that matter most.

Result: Fair Value of $64.6 (UNDERVALUED)

Have a read of the narrative in full and understand what’s behind the forecasts.

However, intensifying competition from fintechs and ongoing heavy investment demands could limit ACI Worldwide’s ability to deliver on its ambitious earnings projections.

Find out about the key risks to this ACI Worldwide narrative.

If the current story doesn’t fit your outlook or you prefer digging into the numbers on your own, crafting your personal analysis takes just minutes, so why not Do it your way

A great starting point for your ACI Worldwide research is our analysis highlighting 5 key rewards and 1 important warning sign that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include ACIW.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

Chevron (CVX) caught investors’ attention this week after the company topped third-quarter earnings forecasts and set a new production record. This was supported by the freshly integrated Hess assets and output growth in key fields.

Even as oil prices wavered and analysts weighed short-term concerns, Chevron maintained steady shareholder returns through both dividends and share buybacks. These latest results have become a talking point on Wall Street.

See our latest analysis for Chevron.

Shares of Chevron have climbed 5.7% year-to-date, and while the 1-year total shareholder return stands at a modest 3.3%, the company is coming off a highly active quarter. The quarter capped record output and the completion of its transformative Hess acquisition. Recent board changes and robust buybacks further highlight Chevron’s evolving strategy, keeping sentiment constructive even as near-term earnings forecasts soften. Overall, momentum is steady, and big-picture performance remains healthy for long-term holders.

If you’re keen to uncover more opportunities in energy, now could be a smart time to check out fast growing stocks with high insider ownership.

With Chevron trading at a double-digit discount to analyst price targets, but facing declining earnings estimates, investors are left to consider whether there is value still on the table or if the market fully reflects its future growth prospects.

Chevron’s most widely followed narrative places its fair value at $172.04, which is noticeably above the last close of $155.02. With this gap in focus, Chevron’s current price may not reflect the narrative’s full expectations for long-term growth, earnings, and operational leverage.

Strength in low-cost production and strategic acquisitions positions Chevron for revenue growth, operational leverage, and resilience to commodity price cycles. Investment in efficiency, renewables, and cost reductions supports industry-leading margins, shareholder returns, and diversified growth amid regulatory shifts.

Read the complete narrative.

Want to know the growth blueprint behind this high valuation? The key element of this narrative is record-breaking earnings and a future profit multiple usually associated with tech leaders. Interested in which bold financial projections support that price target? Dive deeper to see the surprising numbers that drive this fair value calculation.

Result: Fair Value of $172.04 (UNDERVALUED)

Have a read of the narrative in full and understand what’s behind the forecasts.

However, persistent reliance on hydrocarbons and slow progress in renewables could impact Chevron’s revenue growth and long-term earnings stability.

Find out about the key risks to this Chevron narrative.

When we compare Chevron’s share price using standard industry ratios, the numbers present a very different story. The company trades at a price-to-earnings ratio of 24.4x, which is much higher than both the US Oil and Gas industry average (13.5x) and the peer average (20.7x). This suggests that, even accounting for Chevron’s scale and strengths, investors are paying a substantial premium. This premium exceeds what our fair ratio of 23.5x would indicate. Is this premium justified, or could it be leaving investors with less upside?

See what the numbers say about this price — find out in our valuation breakdown.

If you see Chevron’s value differently or want to examine the numbers from another angle, you can build your own narrative in minutes, Do it your way.

A great starting point for your Chevron research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include CVX.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

• JFrog has reported third-quarter results that exceeded analyst expectations, highlighted by a record US$136.91 million in revenue and a 50% year-over-year increase in cloud revenue, with the company also raising its outlook for the fourth quarter and full year 2025.

• Cloud revenue now accounts for 46% of total sales, indicating a marked shift toward cloud-based services and reinforcing JFrog’s role in software supply chain management as enterprises increase adoption of AI-driven solutions.

• We’ll explore how JFrog’s accelerating cloud revenue growth impacts its investment narrative and future expectations for sustainable earnings expansion.

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Owning JFrog means believing that trusted software supply chain management, especially with a focus on cloud and AI model delivery, will see ongoing enterprise adoption at scale. The recent Q3 results and raised 2025 guidance are clear positives for near-term sentiment, particularly given the 50% surge in cloud revenue; however, the most important catalyst, continued acceleration of cloud and security product adoption, remains vulnerable to competition and evolving enterprise IT buying patterns, while ongoing operating losses highlight the biggest risk right now. The strong quarter strengthens the company’s growth narrative, but does not remove the risk of lumpy enterprise deal flow and longer sales cycles tied to cloud migration trends. One announcement standing out this quarter is JFrog’s launch of new AI agent-based features and JFrog Fly, which enhance automation and developer workflow within its core platform. These innovations tie directly to the catalyst of deeper enterprise integration for trusted AI and hybrid deployments, supporting the potential for sustained growth but not fully offsetting risks associated with margin pressure as larger rivals embrace similar strategies. Yet even amid this progress, investors should pay close attention to how heightened competition could pressure JFrog’s pricing power and margins…

Read the full narrative on JFrog (it’s free!)

JFrog’s narrative projects $736.3 million revenue and $96.4 million earnings by 2028. This requires 15.8% yearly revenue growth and a $182.7 million increase in earnings from -$86.3 million.

Uncover how JFrog’s forecasts yield a $56.44 fair value, a 6% downside to its current price.

Four recent fair value estimates from the Simply Wall St Community put JFrog’s share price between US$35 and US$141. Some see opportunities as AI-driven DevOps gains traction, but others caution that risks like pricing pressure could limit upside. Consider exploring a range of these views.

Explore 4 other fair value estimates on JFrog – why the stock might be worth over 2x more than the current price!

Disagree with existing narratives? Create your own in under 3 minutes – extraordinary investment returns rarely come from following the herd.

• A great starting point for your JFrog research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision.

• Our free JFrog research report provides a comprehensive fundamental analysis summarized in a single visual – the Snowflake – making it easy to evaluate JFrog’s overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include FROG.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com